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Wells Fargo

1,938 hedge funds and large institutions have $164B invested in Wells Fargo in 2019 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 715 increasing their positions, 879 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 113122 (+9)

3% more capital invested

Capital invested by funds: $159B → $164B (+$4.25B)

1% more call options, than puts

Call options by funds: $2.8B | Put options by funds: $2.79B

1% less funds holding

Funds holding: 1,9541,938 (-16)

1% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 108

1.42% less ownership

Funds ownership: 75.08%73.66% (-1.4%)

19% less repeat investments, than reductions

Existing positions increased: 715 | Existing positions reduced: 879

Holders
1,938
Holders Change
-16
Holders Change %
-0.82%
% of All Funds
42.49%
Holding in Top 10
122
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.96%
% of All Funds
2.67%
New
107
Increased
715
Reduced
879
Closed
108
Calls
$2.8B
Puts
$2.79B
Net Calls
+$15.4M
Net Calls Change
+$379M
Name Holding Trade Value Shares
Change
Change in
Stake
LWS
1926
Lucia Wealth Services
California
$5K -$47.1K -1,000 -91%
JPLA
1927
Joseph P. Lucia & Associates
New York
$5K
MFT
1928
Moisand Fitzgerald Tamayo
Florida
$5K
UB
1929
UMB Bank
Missouri
$4.87K -$42.6K -904 -0.9%
FCH
1930
Freestone Capital Holdings
Washington
$3.67K +$735K +15,597 +27%
FMP
1931
Financial Management Professionals
Texas
$3K +$2.87K +61 New
FEM
1932
Fulcrum Equity Management
Texas
$3K +$2.87K +61 New
MCMT
1933
Moon Capital Management (Tennessee)
Tennessee
$3K +$3.82M +81,143 New
TFA
1934
Toth Financial Advisory
Virginia
$2K
CFD
1935
Creative Financial Designs
Indiana
$2K +$2.03K +43 New
WA
1936
WestEnd Advisors
North Carolina
$1.51K +$1.41K +30 New
SL
1937
Salomon & Ludwin
Virginia
$1K
AMCA
1938
Arthur M. Cohen & Associates
Illinois
$679 +$96.6K +2,050 +15%
SWP
1939
Strategic Wealth Partners
Ohio
$192 -$91.3K -1,939 -33%
AL
1940
AJO LP
Pennsylvania
-$107M -2,250,751 Closed
Voloridge Investment Management
1941
Voloridge Investment Management
Florida
-$58.4M -1,234,787 Closed
LCM
1942
Lakewood Capital Management
New York
-$50.8M -1,074,365 Closed
CBOA
1943
Commonwealth Bank of Australia
Australia
-$41.7M -880,745 Closed
VCM
1944
Voleon Capital Management
California
-$40.2M -850,000 Closed
MSV
1945
MN Services Vermogensbeheer
Netherlands
-$35M -740,620 Closed
AU
1946
Algebris (UK)
United Kingdom
-$19.4M -409,591 Closed
DC
1947
DPM Capital
Florida
-$19.3M -408,100 Closed
GCM
1948
Grisanti Capital Management
New York
-$12.5M -264,441 Closed
ACM
1949
Advisors Capital Management
New Jersey
-$8.64M -182,539 Closed
VIA
1950
Vantis Investment Advisers
Florida
-$8.6M -181,800 Closed

WFC Hedge Fund Activity: Q3 2019 in Review

1,938 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q3 2019, worth a combined $164B — up 2.7% from $159B a quarter earlier.

Sellers outnumbered buyers: 108 funds closed out of WFC and 107 opened new positions — a net loss of 1 holder — while 879 trimmed existing stakes and 715 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $704M. The largest seller was Berkshire Hathaway, cutting an estimated $1.48B.

  • 1,938 institutional investors held Wells Fargo (WFC) as of Q3 2019, down from 1,954 in Q2 2019.
  • Funds reported $164B of Wells Fargo stock for Q3 2019, up 2.7% quarter-over-quarter.
  • 107 funds opened new Wells Fargo positions in Q3 2019 and 108 closed out, a net change of -1 holder.
  • The largest Wells Fargo buyer in Q3 2019 was T. Rowe Price Associates, an estimated $704M added.
  • The largest Wells Fargo seller in Q3 2019 was Berkshire Hathaway, an estimated $1.48B sold.

Based on aggregated 13F filings for Q3 2019.